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Jefferies Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Jefferies Financial Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$781K Sell
9,062
-118
-1% -$9.93K 0.01% 1078
2026
Q1 		$668K Buy
9,180
+210
+2% +$16.3K ﹤0.01% 1083
2025
Q4 		$729K Buy
8,970
+18
+0.2% +$1.46K ﹤0.01% 1218
2025
Q3 		$716K Hold
8,952
– – ﹤0.01% 978
2025
Q2 		$654K Sell
8,952
-9,048
-50% -$596K 0.01% 837
2025
Q1 		$1.11M Sell
18,000
-4,710
-21% -$318K 0.01% 776
2024
Q4 		$1.55M Sell
22,710
-60
-0.3% -$4.03K 0.01% 755
2024
Q3 		$1.46M Sell
22,770
-432
-2% -$26.8K 0.01% 677
2024
Q2 		$1.45M Sell
23,202
-1,230
-5% -$71.7K 0.02% 636
2024
Q1 		$1.4M Sell
24,432
-2,778
-10% -$153K 0.01% 702
2023
Q4 		$1.41M Buy
27,210
+930
+4% +$44.9K 0.01% 835
2023
Q3 		$1.19M Buy
26,280
+1,866
+8% +$88.1K 0.01% 770
2023
Q2 		$1.15M Buy
24,414
+7,782
+47% +$337K 0.01% 863
2023
Q1 		$691K Sell
16,632
-2,472
-13% -$96.1K 0.01% 1004
2022
Q4 		$679K Buy
+19,104
New +$703K ﹤0.01% 967

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Jefferies Financial Group's VUG Position: Q2 2026 in Review

Jefferies Financial Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q2 2026, selling an estimated $9.93K and leaving 9,062 shares worth $781K. The position accounts for 0.01% of the portfolio, ranked #1078.

Jefferies Financial Group first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.55M in Q4 2024. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Jefferies Financial Group held 9,062 shares of Vanguard Morningstar Growth ETF worth $781K as of Q2 2026.
  • Jefferies Financial Group sold 118 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $9.93K.
  • Vanguard Morningstar Growth ETF made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1078 holding.
  • Jefferies Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's Vanguard Morningstar Growth ETF position peaked at $1.55M in Q4 2024.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.